Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,122 | $110,379-48.2% | $102,412-44.2% | $145,884-60.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.17% | 24.84%-7.7pp | 24.94%-7.8pp | 551.85%-534.7pp |
| Employer contribution / active EE | $1,947 | $4,216-53.8% | $3,870-49.7% | $4,662-58.2% |
| Participant deferral / active EE | $10,665 | $5,622+89.7% | $5,060+110.8% | $6,690+59.4% |
| Admin fee / account holder | $292 | $9,745-97.0% | $8,388-96.5% | $13,392-97.8% |